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DOXGX vs SWLVX
DOXGX vs SWLVX Comparison
Open Charts DOXGX vs SWLVX
Schwab ® US Large-Cap Value Index
Price$60.98
Change-$0.24 (-0.39%)
VolumeN/A
CapitalizationN/A
DOXGX vs SWLVX Comparison Chart
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 115B vs. SWLVX (786M). SWLVX pays higher dividends than DOXGX: SWLVX (2.10) vs DOXGX (1.45). DOXGX was incepted earlier than SWLVX: DOXGX (3 years) vs SWLVX (7 years). SWLVX is a more actively managed with annual turnover of: 42.00 vs. DOXGX (12.00). SWLVX has a lower initial minimum investment than DOXGX: SWLVX (0) vs DOXGX (2500). SWLVX annual gain was more profitable for investors over the last year : 27.80 vs. DOXGX (24.55).
| DOXGX | SWLVX | DOXGX / SWLVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 7 years | - |
| Gain YTD | 16.711 | 18.638 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 786M | 14,631% |
| Annual Yield % from dividends | 1.45 | 2.10 | 69% |
| Returns for 1 year | 24.55 | 27.80 | 88% |
| Returns for 3 years | N/A | 16.86 | - |
| Returns for 5 years | N/A | 47.41 | - |
| Returns for 10 years | N/A | N/A | - |